Property Viewing Assistant - Prospect Estate Agents - Bracknell, Berkshire
(2025-09)
- Oversee property viewings for prospective renters in Bracknell area.
- Coordinate key collection from branch and strategise with team members on daily appointments for optimal preparation.
- Engage with diverse property types, including apartments, HMOs, bungalows, and houses.
- Complete both open house viewings and individual appointments with group viewings achieving superior results.
- Currently achieving a success rate of around 50% to 60% conversion to offers.
- Facilitate prompt feedback to team members, prioritising interested applicants.
- Analyse previous week's offers and success rates in discussions with senior staff to identify challenges.
- Cultivate a collaborative team environment to enhance role effectiveness.
- Present a consistently professional image and attire throughout engagements.
Wills and Trusts writer - The Goodwill Partnership - Slough, Berkshire
(2023-09)
- Achieve effective client engagement through strategic charity partnerships, resulting in increased interest in wills.
- Currently achieving a 75% success rate from lead enquiry to conversion with a 90% success rate to cross-sell to storage etc.
- Offer interested applicants a home visit to complete instructions for a solicitor checked will.
- Enhanced client interactions by implementing efficient diary and planning management practices.
- Facilitated meaningful discussions with clients regarding wills and trusts, leading to higher conversion rates.
- Streamlined submission of documentation to head office for timely solicitor review of wills and trusts.
- Deliver prompt responses to client enquiries, improving overall client satisfaction levels.
- Maintain proactive communication with head office, ensuring resource supplies are efficiently managed.
- Generate a robust network of referred leads from satisfied clients, significantly enhancing lead generation efforts.
Property Viewing Agent - Viewber ltd.
(2021-09 - 2025-09)
- Conduct Property Viewings for potential buyers and renters of Houses, Flats and apartments, new build and retirement homes.
- Work on behalf of a large panel of Estate Agents and Auction Houses.
- Meet and greet potential buyers for pre-auction properties in an open house appointment.
- Provide feedback and update the Company portal on viewings completed, diary management and availability schedules etc.
- Show the advantages of the property and encourage offers and further interest communicated to Agents.
- At all times, be punctual, professional, well presented and of smart appearance.
Self-employed Sales Associate - Pilotfish Partnership - UK
(2017-11 - 2021-09)
Business Development Manager - Oblix Capital - Reading, Berkshire
(2016-11 - 2017-04)
- Conducted site visits to both commercial and residential Mortgage brokers with the aim of negotiating and selling a range of both Bridging and Development Finance lending solutions.
National Sales Manager - Crystal Specialist Finance - UK
(2015-04 - 2016-09)
- Championed promotion from business development manager to new role in October 2015, ensuring significant business growth.
- Drove record business enquiries in 2016, leading to £10m lending milestone achieved in March 2016.
- Oversaw training and management of sales team, enhancing productivity through strategic performance monitoring and evaluations.
- Implemented HR policies, including effective sickness and absence management, to maintain workforce efficiency.
- Conducted staff one-on-ones and appraisals, fostering an environment of continuous performance improvement.
- Designed customer strategies that effectively targeted segments, significantly boosting acquisition and retention rates.
Business Development Manager - Select and Protect Insurance
(2005-03 - 2015-03)
- Part of the team tasked with generating revenue to support the growth of the business via Intermediaries.
- Sold Home, Landlords, Mortgage Protection and Commercial Property Insurance to both directly and appointed representative Brokers.
- Develop strategies to deepen relationships with key partners and grow revenue through joint strategic planning that encompasses product, marketing, and sales initiatives.
- Continually achieved and exceeded set targets, won a trip to New York for top BDM in 2007 and continued top quartile performance and support to team and junior staff.
- Secured new business opportunities by cultivating strong relationships with potential clients.
- Streamlined processes to improve overall efficiency.
- Managed key accounts, ensuring high levels of customer satisfaction.
- Spearheaded training programmes, enhancing team capabilities.
Business Development Manager - Santander for Intermediaries
(2000-06 - 2005-01)
- Offering the whole range of lending solutions including Residential, BTL, Commercial, Bridging and Business Finance.
- Utilising a panel of preferred lenders.
- Residential and Commercial Mortgage Packager.
- Utilising my network of introducers, Brokers and Commercial contacts to the lending opportunities.
- Secured new business opportunities by cultivating strong relationships with potential clients.
- Streamlined processes to improve overall efficiency.
- Managed key accounts, ensuring high levels of customer satisfaction.
- Spearheaded training programmes, enhancing team capabilities.
Sales Executive/Telephone Supervisor - Childs Mutual
(1998-06 - 2000-06)
Various Financial Adviser and Home Service advisor roles - Prudential, Pearl, Colonial Mutual and Eagle Star life
(1989-08 - 1998-06)
Senior Administrative roles - Prudential and Eagle Star International Life
(1979-07 - 1989-08)
